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Investment Research Since 1978

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Win with Extraordinary Stocks

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The value-oriented stocks in our Retirement Compounder’s portfolio are beginning to get more press. This comes as no surprise to me. Winners tend to attract attention. Dick Young explains in his January 2014 Intelligence Report.

Over the last decade, my dividend-based Retirement Coumpounders (RCs) have outperformed nine of 10 industry groups in the S&P. On a statistical basis, this record is extraordinary, even if it is my record. When you consider that I invest 100% from a mix of these 10 industry groups, it is no easy task outrunning all but one group. Moreover, I do not even invest with an eye on the individual groups. My formula is to select the RCs based strictly on the combination of yield, dividend growth record, and prospects for dividend increases.

From the outset the goal of the RCs was not to beat the market. But as you can see in the chart below that’s exactly what these extraordinary stocks have done.

Young Research's Retirement Compounders vs S&P 500 rebased

 

E.J. Smith

E.J. Smith is Founder of YourSurvivalGuy.com, Managing Director at Richard C. Young & Co., Ltd., a Managing Editor of Richardcyoung.com, and Editor-in-Chief of Youngresearch.com. E.J. graduated from Babson College in Wellesley, Massachusetts, with a B.S. in finance and investments. In 1995, E.J. began his investment career at Fidelity Investments in Boston before joining Richard C. Young & Co., Ltd. in 1998. E.J. has trained at Sig Sauer Academy in Epping, NH. His first drum set was a 5-piece Slingerland with Zilldjians. He grew-up worshiping Neil Peart of the band Rush, and loves the song Tom Sawyer—the name of his family’s boat, a Grady-White Canyon 306.

He grew up in Mattapoisett, MA, an idyllic small town on the water near Cape Cod. He spends time in Newport, RI and Bartlett, NH—both as far away from Wall Street as one could mentally get. The Newport office is on a quiet, tree lined street not far from the harbor and the log cabin in Bartlett, NH, the “Live Free or Die” state, sits on the edge of the White Mountain National Forest. He enjoys spending time in Key West and Paris.

Please get in touch with E.J. at ejsmith@youngresearch.com.

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